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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$7.68 -0.01 (-0.13%)
As of 07/3/2025 03:30 PM Eastern

FT vs. CGBD, ASA, NXP, BTO, PDT, PEO, ECC, DSU, CCAP, and IFN

Should you be buying Franklin Universal Trust stock or one of its competitors? The main competitors of Franklin Universal Trust include Carlyle Secured Lending (CGBD), ASA Gold and Precious Metals (ASA), NUVEEN SL TFIP (NXP), John Hancock Financial Opportunities Fund (BTO), John Hancock Premium Dividend Fund (PDT), Adams Natural Resources Fund (PEO), Eagle Point Credit (ECC), BlackRock Debt Strategies Fund (DSU), Crescent Capital BDC (CCAP), and India Fund (IFN). These companies are all part of the "financial services" industry.

Franklin Universal Trust vs. Its Competitors

Carlyle Secured Lending (NASDAQ:CGBD) and Franklin Universal Trust (NYSE:FT) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, media sentiment, dividends, valuation, earnings, profitability and analyst recommendations.

Carlyle Secured Lending has a net margin of 32.72% compared to Franklin Universal Trust's net margin of 0.00%. Carlyle Secured Lending's return on equity of 10.49% beat Franklin Universal Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Secured Lending32.72% 10.49% 4.88%
Franklin Universal Trust N/A N/A N/A

In the previous week, Carlyle Secured Lending had 2 more articles in the media than Franklin Universal Trust. MarketBeat recorded 3 mentions for Carlyle Secured Lending and 1 mentions for Franklin Universal Trust. Carlyle Secured Lending's average media sentiment score of 0.80 beat Franklin Universal Trust's score of 0.51 indicating that Carlyle Secured Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Secured Lending
0 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Franklin Universal Trust
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Secured Lending has higher revenue and earnings than Franklin Universal Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$232.59M3.05$88.98M$1.3510.31
Franklin Universal TrustN/AN/AN/AN/AN/A

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 11.5%. Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.6%. Carlyle Secured Lending pays out 118.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Carlyle Secured Lending currently has a consensus target price of $14.75, suggesting a potential upside of 5.92%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, equities analysts plainly believe Carlyle Secured Lending is more favorable than Franklin Universal Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Secured Lending
2 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.60
Franklin Universal Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Carlyle Secured Lending has a beta of 0.85, suggesting that its stock price is 15% less volatile than the S&P 500. Comparatively, Franklin Universal Trust has a beta of 0.68, suggesting that its stock price is 32% less volatile than the S&P 500.

24.5% of Carlyle Secured Lending shares are held by institutional investors. 0.6% of Carlyle Secured Lending shares are held by insiders. Comparatively, 7.8% of Franklin Universal Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Carlyle Secured Lending beats Franklin Universal Trust on 11 of the 13 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FT vs. The Competition

MetricFranklin Universal TrustFIN IndustryFinance SectorNYSE Exchange
Market Cap$193.26M$3.69B$12.04B$20.55B
Dividend Yield6.63%6.79%5.57%3.75%
P/E RatioN/AN/A20.0728.05
Price / SalesN/A18.8425.6146.08
Price / CashN/A17.5321.5022.31
Price / BookN/A1.172.284.59
Net IncomeN/A$158.51M$1.00B$985.44M
7 Day Performance2.13%1.67%2.31%2.91%
1 Month Performance2.26%2.96%4.37%5.47%
1 Year Performance11.87%2.91%541.13%14.61%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$7.68
-0.1%
N/A+12.7%$193.26MN/A0.00N/A
CGBD
Carlyle Secured Lending
1.3212 of 5 stars
$13.71
-1.3%
$14.75
+7.6%
-23.5%$707.79M$232.59M10.16N/AEx-Dividend
ASA
ASA Gold and Precious Metals
N/A$32.77
+0.5%
N/A+79.8%$701.48MN/A0.001,100
NXP
NUVEEN SL TFIP
N/A$13.91
-0.4%
N/A-2.1%$654.01MN/A0.0040,400News Coverage
Positive News
Dividend Announcement
BTO
John Hancock Financial Opportunities Fund
N/A$33.38
+2.3%
N/A+26.7%$643.99MN/A0.002,719
PDT
John Hancock Premium Dividend Fund
N/A$13.03
+0.4%
N/A+14.2%$638.42MN/A0.00147,000News Coverage
Dividend Announcement
PEO
Adams Natural Resources Fund
N/A$21.69
-2.0%
N/A-6.5%$581.78MN/A0.0018
ECC
Eagle Point Credit
2.0424 of 5 stars
$7.48
-0.9%
$8.67
+15.9%
-23.1%$580.96M$179.77M-18.70N/APositive News
Dividend Announcement
DSU
BlackRock Debt Strategies Fund
N/A$10.40
-0.6%
N/A-2.7%$569.76MN/A0.00N/ANews Coverage
Dividend Announcement
CCAP
Crescent Capital BDC
3.071 of 5 stars
$14.26
-1.0%
$17.60
+23.4%
-26.5%$534.04M$60.50M10.64N/ANews Coverage
Dividend Announcement
Ex-Dividend
High Trading Volume
IFN
India Fund
N/A$16.01
+0.6%
N/A-6.6%$494.11MN/A0.0021,000News Coverage

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This page (NYSE:FT) was last updated on 7/4/2025 by MarketBeat.com Staff
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